Detailed Single Year Tables

Financial Estimates for the OASDI Trust Fund Program

Proposal Change from Current Law
Expressed as a percentage of
current-law taxable payroll
Trust fund
ratio as of
January 1
Expressed as a percentage of
current-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance
Cost
rate
Income
rate
Annual
balance
202615.3712.91-2.45
151
0.000.000.00
202715.6212.85-2.77
131
0.000.000.00
202815.7013.01-2.69
111
0.000.000.00
202915.7413.06-2.68
92
-0.00-0.000.00
203015.7413.07-2.66
74
-0.00-0.000.00
203115.7213.09-2.63
57
-0.00-0.000.00
203215.7213.09-2.62
40
-0.00-0.000.00
203315.7213.13-2.59
23
-0.00-0.000.00
203415.7413.14-2.60
7
-0.00-0.000.00
203515.7713.16-2.60
—
-0.00-0.000.00
203615.8513.17-2.68
—
-0.00-0.000.00
203715.9513.18-2.77
—
-0.00-0.000.00
203816.0413.19-2.85
—
-0.00-0.000.00
203916.1313.19-2.93
—
-0.00-0.000.00
204016.2013.20-3.00
—
-0.00-0.000.00
204116.2713.20-3.07
—
-0.00-0.000.00
204216.3413.21-3.13
—
-0.00-0.000.00
204316.4113.21-3.20
—
-0.01-0.000.00
204416.4913.22-3.27
—
-0.01-0.000.01
204516.5713.22-3.35
—
-0.01-0.000.01
204616.6313.23-3.40
—
-0.01-0.000.01
204716.7013.23-3.46
—
-0.01-0.000.01
204816.7713.24-3.53
—
-0.01-0.000.01
204916.8413.24-3.60
—
-0.01-0.000.01
205016.9213.25-3.68
—
-0.01-0.000.01
205117.0113.25-3.76
—
-0.01-0.000.01
205217.1213.26-3.86
—
-0.01-0.000.01
205317.2313.27-3.96
—
-0.01-0.000.01
205417.3513.27-4.07
—
-0.01-0.000.01
205517.4713.28-4.19
—
-0.01-0.000.01
205617.6013.29-4.31
—
-0.01-0.000.01
205717.7413.30-4.44
—
-0.01-0.000.01
205817.8713.31-4.57
—
-0.01-0.000.01
205918.0113.32-4.69
—
-0.01-0.000.01
206018.1413.32-4.82
—
-0.01-0.000.01
206118.2713.33-4.93
—
-0.01-0.000.01
206218.3913.34-5.05
—
-0.01-0.000.01
206318.5113.35-5.16
—
-0.01-0.000.01
206418.6213.35-5.27
—
-0.01-0.000.01
206518.7413.36-5.38
—
-0.01-0.000.01
206618.8513.37-5.48
—
-0.01-0.000.01
206718.9613.38-5.59
—
-0.01-0.000.01
206819.0813.38-5.70
—
-0.01-0.000.01
206919.2013.39-5.81
—
-0.01-0.000.01
207019.3213.40-5.92
—
-0.01-0.000.01
207119.4413.41-6.03
—
-0.01-0.000.01
207219.5513.41-6.14
—
-0.01-0.000.01
207319.6713.42-6.25
—
-0.01-0.000.01
207419.7913.43-6.36
—
-0.01-0.000.01
207519.8913.44-6.46
—
-0.01-0.000.01
207619.9913.44-6.55
—
-0.01-0.000.01
207720.0813.45-6.63
—
-0.01-0.000.01
207820.1613.45-6.71
—
-0.01-0.000.01
207920.2213.46-6.77
—
-0.01-0.000.01
208020.2813.46-6.82
—
-0.01-0.000.01
208120.3313.46-6.87
—
-0.01-0.000.01
208220.3813.47-6.91
—
-0.01-0.000.01
208320.4113.47-6.94
—
-0.01-0.000.01
208420.4313.47-6.96
—
-0.01-0.000.01
208520.4413.47-6.97
—
-0.01-0.000.01
208620.4413.47-6.97
—
-0.01-0.000.01
208720.4313.47-6.96
—
-0.01-0.000.01
208820.4113.47-6.94
—
-0.01-0.000.01
208920.3813.47-6.91
—
-0.01-0.000.01
209020.3413.47-6.87
—
-0.01-0.000.01
209120.3013.47-6.84
—
-0.01-0.000.01
209220.2613.47-6.80
—
-0.01-0.000.01
209320.2213.46-6.76
—
-0.01-0.000.01
209420.1813.46-6.72
—
-0.01-0.000.01
209520.1413.46-6.68
—
-0.01-0.000.01
209620.1113.46-6.65
—
-0.01-0.000.01
209720.0813.45-6.62
—
-0.01-0.000.01
209820.0513.45-6.60
—
-0.01-0.000.01
209920.0313.45-6.58
—
-0.01-0.000.01
210020.0213.45-6.57
—
-0.01-0.000.01
210120.0113.45-6.56
—
-0.01-0.000.01

Summarized Estimates

Proposal Change from Current Law
Years Cost
rate
Income
rate
Actuarial
balance
Year of reserve
depletion
1
Cost
rate
Income
rate
Actuarial
balance
2026-2100 18.10% 13.68% -4.42% 2034 -0.01% -0.00% 0.01%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2026 Trustees Report.